Your Real Cash Position, Always Current

Simple & Secure Setup

Connecting your bank accounts through Plaid is simple and secure:

1. Navigate to Integrations in your CentSight dashboard.
2. Click “Connect Bank Account” and select your bank from Plaid's secure connection flow.
3. Sign in to your bank using your existing online banking credentials. CentSight never sees or stores these credentials — they stay with Plaid.
4. Select accounts to connect. Choose checking, savings, and credit accounts you want CentSight to monitor.

Once connected, CentSight provides a real-time cash dashboard showing balances across all connected accounts. Ask questions like: “What's our total cash position right now?” “What were our largest outflows this week?” “Are there any unusual transactions in the last 30 days?”

Supported Institutions

Plaid supports over 12,000 financial institutions across the United States, including all major banks (Chase, Bank of America, Wells Fargo, Citi) as well as regional banks, credit unions, and fintech platforms. If your bank supports online banking, it almost certainly works with Plaid.